Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $84.1B
1-Year Est. Return 35.46%
This Quarter Est. Return
1 Year Est. Return
+35.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62B
AUM Growth
+$4.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$179M
3
+$72.7M
4
DIS icon
Walt Disney
DIS
+$69.9M
5
AZEK
The AZEK Co
AZEK
+$66.1M

Top Sells

1
+$1.04B
2
+$393M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$122M
5
CRM icon
Salesforce
CRM
+$96.5M

Sector Composition

1 Technology 27.28%
2 Communication Services 16.36%
3 Consumer Discretionary 16.22%
4 Healthcare 12.62%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$23K ﹤0.01%
359
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652
$23K ﹤0.01%
733
+678
653
$23K ﹤0.01%
+407
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$22K ﹤0.01%
221
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655
$22K ﹤0.01%
299
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656
$19K ﹤0.01%
577
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657
$18K ﹤0.01%
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$18K ﹤0.01%
191
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659
$18K ﹤0.01%
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660
$17K ﹤0.01%
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$17K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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665
$16K ﹤0.01%
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$13K ﹤0.01%
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$13K ﹤0.01%
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672
$13K ﹤0.01%
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$12K ﹤0.01%
96
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$12K ﹤0.01%
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675
$12K ﹤0.01%
171
-656
25 26
27
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